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Summit Trail Advisors’s Oxford Industries OXM Stock Holding History

Summit Trail Advisors’s Portfolio OXM Stock Details OXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-8,563
Closed -$516K – 614
2018
Q1 		$516K Buy
8,563
+825
+11% +$66.1K 0.09% 204
2017
Q4 		$630K Buy
+7,738
New +$517K 0.08% 198

Other funds holding OXM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Trail Advisors's OXM Position: Q2 2018 in Review

Summit Trail Advisors sold out of Oxford Industries (OXM) in Q2 2018, closing a stake of 8,563 shares — an estimated $516K sold.

Summit Trail Advisors first reported a position in OXM in Q4 2017 and held it in 2 quarters. The position peaked at $630K in Q4 2017. 192 funds tracked by Wall St. Rank hold OXM as of Q2 2018.

  • Summit Trail Advisors reported no remaining Oxford Industries position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 8,563 Oxford Industries shares in Q2 2018, an estimated $516K.
  • Summit Trail Advisors first reported a position in Oxford Industries in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Oxford Industries position peaked at $630K in Q4 2017.
  • 192 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2018.

Based on Summit Trail Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.